Prerequisites

Before you complete the tasks in this section:

• Verify that the GSTIN record exists in the system for the supplier business unit.

  You have to verify that the GSTIN record exists for the Ship To address entity if you have set the processing option for the PO - Print Invoices R42565 (P75I2565) to validate the GSTIN for the Ship To customer.

• (Release 9.2 Update) You also have to verify that the GST unit is applicable to all the lines in an invoice. If there are multiple branch plants in a sales order, the branch plants should be linked to the same GST unit, otherwise the system will not generate the invoice and will display an error in the work center.

• The system will print the Company address from the address book master table (F0101) for the supplier details in the invoice header.

• Attach the business unit to a GST unit using the GST Cross Reference Setup program (P75I803).

• Create adjustment schedules for GST using the advanced pricing solution. To create adjustment schedules:

  1. Set up adjustment names in the Price Adjustment Definition program (P4071) for the GST types (CGST, SGST, IGST, and Cess) and discounts.

     For export transactions, set the Adjustment Control Code option to 4 (Accrued to G/L).

     For domestic transactions, set the Adjustment Control Code option to 6 (Print on Invoice - Detached).

  2. Define the tax percentages of the GST adjustments in the Price Adjustment Detail Revisions program (P4072).

     Discounts must have a negative percentage value.

  3. Group all the adjustment names into an adjustment schedule in the Price Adjustment Schedule program (P4070).

  See Setting Up the Advanced Pricing System for India Taxes.

• Map the adjustment name with the tax type in the Relation Adjustment Name / Tax Type program (P75I006).

  Discounts adjustment names must not be mapped with tax type.

  When printing invoices using the Invoice Print program (R42565), the system checks the setup in the P75I006 program to validate that the selected records are mapped to the GST tax regime.

• Map the adjustment schedule with the GST rule using the GST Adjustment Schedules Setup program (P75I826).

• Create the sales order in the Sales Order Entry (P4210) and enter the adjustment schedule (that you set up for GST) when you create the sales order.

• Run the Print Pick Slip program (R42520) for the sales order.

• Confirm the shipment in the Shipment Confirmation program (P4205).

• Verify that:

  • The GST state codes are set up for domestic invoices in the Work With GST State Code program (P75I845).

  • The state and country of supplier business units and sold to addresses are set up in the Address Book Revision program (P01012).

• Set up the processing options for these programs:

  • Invoice Print (R42565)

    For domestic sales orders, set the Print in Foreign Currency processing option for the R42565 program to blank. For exports, set this processing option to 1 (Print).

    This processing option is in the Print tab of the Processing Options form.

    See Setting Processing Options for Base Software Print Invoice (R42565).

  • PO - Print Legal Document from Sales Order (P7420565)

    See Setting Processing Options for Print Invoice (P7420565).

  • PO - Print Invoices R42565 (P75I2565)

    In the processing options for the P75I2565 program, you specify:

    • Whether to apply GST

      The system validates and prints the GST template only when the processing option is set to apply GST. If the option is set to not apply GST, the system does not process the GST validations and allows you to print invoices for other non-GST India taxes.

    • Whether to skip the validation of the GSTIN for the Ship To customer

• Run the Legal Doc Default Setup program (R75I807) to populate information that you need to print legal documents. Also, set up the next numbering sequence for printing invoices using the GST Legal Document Next Numbers program (P75I818).

  See Setting Up Legal Documents for GST Invoices (Release 9.2 Update).

• Set up titles for various types of invoices per the government regulation in the Legal Document Title Print UDC table (74/PT) or the Work with Legal Document Types program (P7400002).

  Note: You use the P7400002 program to set up the titles only if they do not exist in the 74/PT table.